VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 352 filers reported holding VANGUARD WHITEHALL FDS in Q4 2014. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,477 | -4.5% | 3,876 | -2.0% | 0.13% | -2.9% |
| Q2 2023 | $419,410 | -3.6% | 3,954 | -4.1% | 0.14% | -8.6% |
| Q1 2023 | $435,091 | +64.7% | 4,124 | +68.9% | 0.15% | +48.0% |
| Q4 2022 | $264,249 | +13.9% | 2,442 | 0.0% | 0.10% | +7.4% |
| Q3 2022 | $232,000 | -20.3% | 2,442 | -14.7% | 0.10% | -16.7% |
| Q2 2022 | $291,000 | -9.3% | 2,862 | 0.0% | 0.11% | +9.6% |
| Q1 2022 | $321,000 | 0.0% | 2,862 | 0.0% | 0.10% | -1.9% |
| Q4 2021 | $321,000 | +8.4% | 2,862 | 0.0% | 0.11% | +1.0% |
| Q3 2021 | $296,000 | -2.0% | 2,862 | 0.0% | 0.10% | -0.9% |
| Q2 2021 | $302,000 | -19.9% | 2,862 | -23.3% | 0.11% | -26.4% |
| Q1 2021 | $377,000 | +892.1% | 3,733 | +790.9% | 0.14% | +620.0% |
| Q4 2020 | $38,000 | -13.6% | 419 | -11.2% | 0.02% | -13.0% |
| Q4 2019 | $44,000 | -65.4% | 472 | -68.2% | 0.02% | -66.7% |
| Q1 2019 | $127,000 | -14.2% | 1,484 | -21.9% | 0.07% | -21.6% |
| Q4 2018 | $148,000 | -10.3% | 1,900 | 0.0% | 0.09% | +11.4% |
| Q3 2018 | $165,000 | +4.4% | 1,900 | 0.0% | 0.08% | 0.0% |
| Q2 2018 | $158,000 | -13.7% | 1,900 | -14.2% | 0.08% | -17.7% |
| Q1 2018 | $183,000 | -84.5% | 2,214 | -83.9% | 0.10% | -83.8% |
| Q4 2017 | $1,181,000 | +4.8% | 13,789 | -0.8% | 0.59% | +2.6% |
| Q3 2017 | $1,127,000 | +1.9% | 13,904 | -1.7% | 0.58% | -1.7% |
| Q2 2017 | $1,106,000 | +12.7% | 14,146 | +12.0% | 0.59% | +3.5% |
| Q1 2017 | $981,000 | +7.0% | 12,632 | +4.4% | 0.57% | +5.6% |
| Q4 2016 | $917,000 | +17.7% | 12,105 | +12.1% | 0.54% | +12.1% |
| Q3 2016 | $779,000 | +6.3% | 10,803 | +5.4% | 0.48% | +2.4% |
| Q2 2016 | $733,000 | +1.4% | 10,253 | -2.1% | 0.47% | -14.4% |
| Q1 2016 | $723,000 | +2.4% | 10,475 | -1.0% | 0.55% | +1.3% |
| Q4 2015 | $706,000 | +10.0% | 10,582 | +3.3% | 0.54% | -7.7% |
| Q3 2015 | $642,000 | -12.5% | 10,246 | -6.1% | 0.58% | -2.2% |
| Q2 2015 | $734,000 | +6.1% | 10,906 | +7.7% | 0.60% | +4.5% |
| Q1 2015 | $692,000 | +5.5% | 10,125 | +6.2% | 0.57% | +7.7% |
| Q4 2014 | $656,000 | – | 9,538 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kinsale Capital Group, Inc. | 386,418 | $40,767,083 | 29.74% |
| Operose Advisors LLC | 542,201 | $57,202,167 | 28.42% |
| SWISS RE LTD | 728,970 | $76,906,335 | 18.04% |
| Benchmark Wealth Management, LLC | 248,469 | $26,603,540 | 16.96% |
| Montis Financial, LLC | 206,289 | $21,763,541 | 16.84% |
| MARINO, STRAM & ASSOCIATES LLC | 486,254 | $51,299,789 | 15.49% |
| Coco Enterprises, LLC | 173,128 | $18,197,489 | 14.56% |
| ACT WEALTH MANAGEMENT, LLC | 227,565 | $24,008,106 | 14.28% |
| PARAGON FINANCIAL PARTNERS, INC. | 123,435 | $13,022,429 | 13.64% |
| CVS HEALTH Corp | 212,832 | $22,453,776 | 13.37% |